Every three years, the fund takes a fresh look at how your pension savings are invested. This review helps ensure the investment approach continues to support the fund's long‑term security and aligns with the latest actuarial valuation.
As part of this process, we've updated our Investment Strategy Statement (ISS) and are inviting members and employers to share their views on the following documents:
- Investment Strategy Statement (.pdf format, 150 KB) – how the Fund invests its assets
- Cash Management Policy (.pdf format, 127 KB) – how we manage day‑to‑day cash and the longer term cashflow position of the fund
- Local Investment Policy (.pdf format, 94 KB) – our approach to local investment
The draft ISS was agreed by the Pension Fund Committee in March 2026 and is now open for consultation.
To help you take part, we're also sharing a guidance document (.pdf format, 137 KB) that explains:
- the main changes being proposed
- the key points discussed by the Committee at its March meeting
How to respond
You can share your feedback:
- for a guided response, complete our online questionnaire
- to write your own response, email pension.communications@oxfordshire.gov.uk
Important dates
Consultation closes: 5pm on Monday, 1 June 2026.
All feedback will be reviewed and reported to the Pension Fund Committee in September 2026, when the final version of the Investment Strategy Statement will be considered for approval.
Your views matter to us, and we encourage you to take part.